Private Client Account Manager – Greater China

UBS; Hong Kong; On-site; HKD 400,000 - 600,000; Full time

Benefits offered by this job

Flexible working options

Opportunities to grow

Supportive team environment

Job summary

A leading global wealth management firm in Hong Kong seeks a Client Account Manager to support the front office and service clients. Responsibilities include processing client orders, ensuring administrative tasks are completed, and maintaining client relationships. Ideal candidates will have banking operations knowledge, experience with private clients, and relevant professional qualifications. Strong attention to detail and bilingual proficiency in English and Cantonese/Mandarin are essential.

Qualifications

• Ability to support client advisors effectively.
• Must be methodical, concise, and accurate.
• Strong ability to work under pressure.

Responsibilities

• Process client orders efficiently.
• Ensure client-related processes are completed.
• Perform daily transaction processing and troubleshoot complex issues.
• Maintain contact with internal and external clients.

Skills

Knowledge of banking operations

Experience dealing with private clients

Great computer skills

Team player

Attention to detail

Fluent in English and Cantonese/Mandarin

Education

Relevant professional qualification (HKSI Paper 1, 7, 8)

Job description

A leading global wealth management firm in Hong Kong seeks a Client Account Manager to support the front office and service clients. Responsibilities include processing client orders, ensuring administrative tasks are completed, and maintaining client relationships. Ideal candidates will have banking operations knowledge, experience with private clients, and relevant professional qualifications. Strong attention to detail and bilingual proficiency in English and Cantonese/Mandarin are essential.